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TRUE Private Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

TRUE Private Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.26M Buy
14,289
+235
+2% +$97.4K 0.45% 40
2026
Q1 		$6.05M Sell
14,054
-2,986
-18% -$1.34M 0.58% 34
2025
Q4 		$6.75M Buy
17,040
+1,432
+9% +$547K 0.68% 30
2025
Q3 		$5.55M Buy
15,608
+743
+5% +$237K 0.57% 34
2025
Q2 		$4.53M Buy
14,865
+482
+3% +$146K 0.51% 35
2025
Q1 		$4.14M Sell
14,383
-496
-3% -$131K 0.5% 36
2024
Q4 		$3.6M Buy
14,879
+301
+2% +$74K 0.44% 42
2024
Q3 		$3.54M Buy
14,578
+6,089
+72% +$1.39M 0.42% 45
2024
Q2 		$1.83M Buy
8,489
+813
+11% +$176K 0.21% 72
2024
Q1 		$1.58M Buy
7,676
+198
+3% +$38K 0.18% 73
2023
Q4 		$1.43M Buy
7,478
+1,768
+31% +$324K 0.18% 78
2023
Q3 		$979K Sell
5,710
-650
-10% -$116K 0.14% 93
2023
Q2 		$1.13M Buy
6,360
+1,037
+19% +$191K 0.17% 78
2023
Q1 		$975K Buy
5,323
+12
+0.2% +$2.11K 0.14% 82
2022
Q4 		$901K Buy
5,311
+105
+2% +$16.9K 0.14% 79
2022
Q3 		$805K Sell
5,206
-270
-5% -$43.4K 0.12% 80
2022
Q2 		$922K Sell
5,476
-17
-0.3% -$2.97K 0.13% 81
2022
Q1 		$965K Buy
5,493
+43
+0.8% +$7.54K 0.14% 85
2021
Q4 		$931K Buy
5,450
+20
+0.4% +$3.36K 0.13% 97
2021
Q3 		$891K Sell
5,430
-214
-4% -$35.8K 0.13% 98
2021
Q2 		$934K Buy
5,644
+608
+12% +$103K 0.14% 92
2021
Q1 		$806K Buy
5,036
+2,834
+129% +$476K 0.13% 100
2020
Q4 		$392K Sell
2,202
-1,075
-33% -$189K 0.07% 138
2020
Q3 		$580K Buy
3,277
+411
+14% +$73.9K 0.1% 107
2020
Q2 		$479K Hold
2,866
– – 0.09% 122
2020
Q1 		$424K Buy
2,866
+802
+39% +$119K 0.09% 109
2019
Q4 		$294K Sell
2,064
-113
-5% -$15.8K 0.05% 178
2019
Q3 		$302K Buy
2,177
+254
+13% +$35.3K 0.05% 161
2019
Q2 		$256K Sell
1,923
-400
-17% -$49.4K 0.04% 173
2019
Q1 		$283K Sell
2,323
-1,629
-41% -$201K 0.05% 160
2018
Q4 		$479K Sell
3,952
-3,238
-45% -$376K 0.08% 142
2018
Q3 		$811K Sell
7,190
-1,473
-17% -$169K 0.11% 118
2018
Q2 		$1.03M Sell
8,663
-807
-9% -$99.9K 0.16% 93
2018
Q1 		$1.19M Buy
9,470
+1,844
+24% +$233K 0.2% 73
2017
Q4 		$942K Sell
7,626
-7,766
-50% -$941K 0.16% 84
2017
Q3 		$1.87M Buy
15,392
+2,028
+15% +$247K 0.42% 40
2017
Q2 		$1.58M Buy
13,364
+11,451
+599% +$1.37M 0.37% 42
2017
Q1 		$228K Sell
1,913
-1,316
-41% -$153K 0.05% 134
2016
Q4 		$371K Sell
3,229
-55,294
-94% -$6.42M 0.09% 97
2016
Q3 		$7.02M Buy
58,523
+56,888
+3,479% +$7.25M 2.25% 11
2016
Q2 		$206K Buy
+1,635
New +$197K 0.07% 130

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

TRUE Private Wealth Advisors's GLD Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, buying an estimated $97.4K and bringing the position to 14,289 shares worth $5.26M. The position accounts for 0.45% of the portfolio, ranked #40.

TRUE Private Wealth Advisors first reported a position in GLD in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.02M in Q3 2016. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • TRUE Private Wealth Advisors held 14,289 shares of SPDR Gold Trust worth $5.26M as of Q2 2026.
  • TRUE Private Wealth Advisors bought 235 SPDR Gold Trust shares in Q2 2026, an estimated $97.4K.
  • SPDR Gold Trust made up 0.45% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • TRUE Private Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2016 and has held it in 41 quarters since.
  • TRUE Private Wealth Advisors's SPDR Gold Trust position peaked at $7.02M in Q3 2016.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.